The GoalSetter KiwiSaver Scheme is managed by Nikko Asset Management New Zealand Limited. The scheme currently has 2,569 members and $0.10 billion in assets under management. Members can choose from 18 funds within a KiwiSaver scheme, spanning a range of investment approaches to suit different financial objectives and time horizons.
The scheme charges an average annual fee of 1.32% across its funds. The fund line-up includes Conservative, Balanced, Growth, Defensive, and Aggressive options, allowing members to select an investment strategy aligned with their circumstances. This type of scheme typically suits individuals seeking a range of diversified fund choices within a single KiwiSaver arrangement. This information is general in nature only and does not constitute financial advice.
Assets
$99M
Total value
Average Return
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
1.80%
Five year
Average Fee 💰
1.32%
One Year
Total Investors
2.6K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Goalsgetter Milford Conservative Fund | Conservative | N/A | 1.17% | $2M | 19.03% | 09-05-2024 |
| Goalsgetter Milford Balanced Fund | Balanced | N/A | 1.24% | $4M | 63.79% | 09-05-2024 |
| Goalsgetter Milford Active Growth Fund | Growth | N/A | 1.35% | $15M | 68.71% | 09-05-2024 |
| Goalsgetter Amova Nz Cash Fund | Defensive | 2.64% | 0.4% | $4M | N/A | 03-04-2018 |
| Goalsgetter Amova Global Shares Fund | Aggressive | 13.41% | 1.43% | $10M | 98.48% | 03-04-2018 |
| Goalsgetter Amova Growth Fund | Growth | 5.73% | 1.51% | $1M | 97.57% | 03-04-2018 |
| Goalsgetter Harbour Active Growth Fund | Growth | N/A | 1.33% | $690K | 71.24% | 09-05-2024 |
| Goalsgetter Amova Ark Disruptive Innovation Fund | Aggressive | N/A | 1.53% | $33M | 96.25% | 20-11-2020 |
| Goalsgetter Salt Sustainable Growth Fund | Growth | N/A | 1.38% | $2M | 82.1% | 09-05-2024 |
| Goalsgetter Amova Nz Corporate Bond Fund | Defensive | 1.16% | 0.8% | $971K | N/A | 03-04-2018 |
| Goalsgetter Harbour Sustainable Impact Fund | Balanced | N/A | 1.61% | $126K | 58.57% | 09-05-2024 |
| Goalsgetter Amova Sri Equity Fund | Aggressive | 2.4% | 1.23% | $2M | 98.1% | 03-04-2018 |
| Goalsgetter Generate Thematic Fund | Aggressive | N/A | 1.59% | $996K | 96.42% | 06-05-2024 |
| Goalsgetter Amova Conservative Fund | Conservative | 2.52% | 1.05% | $3M | 16.38% | 03-04-2018 |
| Goalsgetter Generate Balanced Fund | Balanced | N/A | 1.65% | $2M | 59.74% | 09-05-2024 |
| Goalsgetter Generate Focused Growth Fund | Aggressive | N/A | 1.71% | $11M | 94.36% | 09-05-2024 |
| Goalsgetter Pathfinder Ethical Growth Fund | Growth | N/A | 1.61% | $1M | 71.86% | 09-05-2024 |
| Goalsgetter Amova Balanced Fund | Growth | 4.47% | 1.22% | $7M | 63.6% | 03-04-2018 |
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
Every provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Opens Cursor and adds the MCP server with one confirmation
Opens VS Code MCP install dialog
Full per-client guide + ChatGPT GPT setup at /api/mcp.
curl -s "https://fundcompare.co.nz/api/provider/nikko/facts.json" | jq .import requests
data = requests.get("https://fundcompare.co.nz/api/provider/nikko/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }
# Claude Desktop (UI): Settings → Connectors → Add custom connector
# URL: https://fundcompare.co.nz/mcp
# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
"command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }
# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.
The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.
Investing involves risk. The value of your KiwiSaver investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.
All information displayed is sourced from KiwiSaver scheme providers, the Disclose Register, and the Sorted Smart Investor universal feed (operated by Te Ara Ahunga Ora Retirement Commission), or other publicly available sources. We take reasonable steps to ensure accuracy but cannot guarantee information is always current or complete.
FundCompare.co.nz may receive referral fees or commissions from KiwiSaver providers if you sign up via links on this website. These payments do not influence the order, ranking, or inclusion of products displayed.
For more information, please see our Terms of Service, Privacy Policy, and Disclosure Statement.
KiwiSaver® is a registered trademark of Inland Revenue. FundCompare.co.nz is not affiliated with, endorsed by, or connected to Inland Revenue, the New Zealand Government, or any KiwiSaver scheme provider.
© 2026 FundCompare.co.nz. All rights reserved.
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2026-03-31 | SIPO | 1 PDF | Extracted | PDF only |
| 2025-11-30 | SIPO | 1 PDF | Extracted | PDF only |
| 2025-11-03 | SIPO | 1 PDF | Extracted | PDF only |
| 2025-09-30 | SIPO | 1 PDF | Extracted | PDF only |
| 2025-06-30 | SIPO | 1 PDF | Extracted | PDF only |
| 2026-Q1 | QFU | 6 PDFs | Extracted | Open filing → |
| 2025-Q4 | QFU | 7 PDFs | Extracted | Open filing → |
| 2025-Q3 | QFU | 7 PDFs | Extracted | Open filing → |
| 2025-Q2 | QFU | 5 PDFs | Extracted | Open filing → |
| 2025-06-30 | AR | 1 PDF | Pending | PDF only |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.